Goals, hopes, and dreams are part of every client portfolio. Holistic advice can help make them happen.
Holistic financial advice isn’t about beating generic benchmarks.
It’s about using your knowledge and skill to help clients meet a
lifetime of goals and creating client relationships that can fuel your
practice over the long term.
Our new guide explains:
How holistic advice has changed the advisory landscape
How holistic planning complements the industry’s shift toward a fee-only business model
How technology has evolved to enable a modern, more efficient holistic practice
What Advisors Think
“So many advisors would take this pile of money and immediately just try to figure out how to invest it. But when an advisor wants to provide holistic financial planning services, as I do, there’s much more to it than that.”
David Fingerhut Principal Financial Legacy Associates
“Technology lets us show clients how they can use their financial resources to reach their goals and, just as importantly, lets us present the plan in a way that’s straightforward and understandable to them.”
Harriet BrackeyCo-Chief Investment Officer/Director of
InvestmentsGSK Wealth Advisors Hollywood, Florida
“The various modeling capabilities we use with our planning tool enable us to offer clients more than the simple answer to the question of ‘When can I retire?’ Instead, we’re able to drill down for other significant goals, such as funding healthcare expenses in retirement, enabling travel or replacing a primary residence, or optimizing Social Security choices.”
Rick GrimshawSenior Vice President/Portfolio Management
DirectorMorgan Stanley Wealth Management Portland, Oregon